In sales, the hardest thing to do is to sell a customer, the second hardest thing is to keep the customer. Profitable growth starts with client retention. Give your sales team the tools to plan and think strategically, measure and reduce risk, and advance their client relationships. ClientFit® is an application that is engineered to systematically identify revenue risk and then provide a step-by-step action plan for your team, ensuring that they are focused on those activities that will ultimately maximize the potential of each and every client relationship.
Bain & Company research states that it is 6-7 times more expensive to sell a new customer compared to resell into an existing customer
Continually advance relationships with a structured key account management methodology
Achieve a truly customer-centric culture
Evolve with changing priorities, people, and technology
Manage account knowledge
Measure and understand client risk
Visual dashboard with key metrics
Alerts of changes and recommended action steps
Integration with Salesforce and other CRM platforms
ClientFit provides you with data-driven insights into your customer base.
Easily visualize complex client
Enable sales teams to think strategically, uncover additional opportunities and advance client relationships toward becoming a trusted advisor
Interested in finding out how
ClientFit® can work for you?
Integration with Salesforce and
other CRM platforms
Additional key metrics included
on at-a-glance dashboard
Alerts to changes as well as recommended action steps to reduce client risk